Open Purchase Order Report - Cannot get the Description of each purchase order on the report.

  • 2
  • Question
  • Updated 4 weeks ago
I have selected Description in Modify Report but only the Header is added to the report not the description.
Photo of Julie

Julie

  • 312 Points 250 badge 2x thumb

Posted 5 months ago

  • 2

Hi Julie

If you need the detail, use the "Memo" field on each PO to summarise - This is the "Description" field that displays in the default Open POs report.

Alternatively, you could create & tweak your own customised report for this:

  • Select "Edit" (along top toolbar) > Find ...
  • On the "Advanced" tab, under "Item", select applicable Item/item type(s)
  • Under "Transaction Type", select Purchase Order 
  • Under "Received", select "No
    Click "Find" then "Report" buttons
  • In the report, click on "Modify" (top LHS)
  • On the "Display" tab, scroll down the "Columns" list & select Debit
  • Select Supplier for Total by
  • On the Header/Footer tab, you can overwrite the "Subtitle" field with your own preferred Report Name then click on OK
  • You can remove unnecessary columns by hovering your mouse over the diamond divider until you see the double cross arrow symbol, then just click & drag to "close"
  • Once modified as per your requirements, click on "Memorise" to re-generate this tweaked report as required
NOTE: This modified report displays the NET line amounts
Photo of DAR

DAR

  • 92 Points 75 badge 2x thumb
Hi Shaz,

I'm applying your customised report suggested above (great work around), however when in the Advanced tab, in the 'Choose Filter' area I am having a small issue.

When selecting Purchase Order there isn't an option to select No under 'Received'. It simply shows up in 'Current Choices' with Transaction Type 'Set to' Purchase Order.

Am I missing an option to select, or should one be popping up for me?

At this stage I can see the report would work however it also shows received Items at this stage (I imagine fixed with the No option fixed).

A solution I currently have is to ensure all Purchase Orders have $0 in them (no cost per item), I can then add a filter 'Amount' and only return transactions less than $0.00, i.e. open Purchase Orders.

We are using Hosted if that helps.

Thanks,

Richard

Hi Richard

Yes, Received is another Filter in the list ...